Trump and Netanyahu May Empower Iran Hardliners
The FT reports that at the end of the day, the regime in Iran will probably remain standing and the Islamic Revolutionary Guard Corps is positioned to make the regime more hardline. HAVE TRUMP AND NETANYAHU OPENED THE DOOR FOR THE HARDLINERS? https://t.co/ALggCSawjQ
Brent's Record Volatility Mirrors War Uncertainty
Brent becomes extremely volatile amid confusion about war’s duration Brent futures traded in a record daily range of more than $35 per barrel on March 9, as traders reacted to conflicting signals about the closure of the Strait of Hormuz...
TALK Commands ~3× Revenue Multiple, Outpacing Digital Health
This is actually good news for health-tech. TALK’s takeout multiple of ~3.0x revenues actually represents a fairly healthy premium to the recent digital health average (recall ACCD was taken out at ~1x). https://t.co/4FyXzAiny4
Navy Escort Through Hormuz Eases Supply Fears, Oil Falls
This Bloomberg headline crossing now may explain the new downturn in crude oil prices (repost) --- *US NAVY ESCORTED AN OIL TANKER THROUGH THE STRAIT OF HORMUZ
US Oil Slides 15% to $80, 32% Below Peak
*US OIL PRICES EXTEND DECLINE, FALL 15% TO TRADE NEAR $80/BBL April 2026 WTI futures are now down ~32% since Sunday night's peak https://t.co/9QugACQ3Q0
Housing Stagflation Boosts Buyer Leverage Amid Seller Fatigue
The housing market is hitting stagflation. Jobs are cooling, but the unauthorized war in Iran is keeping oil prices and rates high. Sellers are losing patience and re-listings are at a decade high, giving buyers more leverage. https://t.co/tK43N2ajFT
Live US CPI Trade: NQ, Gold, Forex Opportunities
Trade US CPI LIVE tomorrow with Boris and Sam starting at 8AM ET / 12 GMT @fxflow They'll be hunting for opportunities in NQ, Gold and Forex https://t.co/9c2DFZTDGK
Kirkuk Pipeline Offers Iraq's Sole Hormuz Bypass
Oil production around Kirkuk, in Iraqi Kurdistan, is connected to global markets via a pipeline to the Turkish port of Ceyhan This is Iraq’s only crude supply that can bypass the currently-closed Strait of Hormuz Shut-ins in the Basra area by the...
ING Predicts Oil Market Shock if Hormuz Closes
What impact will closing the Strait of Hormuz have? ING takes a guess featured in the Chartbook Top Links of today. https://t.co/aiQTNxvQMb
Productivity Begins With Mindset, Not Just Tools
Most productivity advice starts with tools. My new book starts somewhere else. Productiveness: the state of being productive. Follow the quiet build: https://t.co/S2Z73N4u1G https://t.co/vgR8kcI0Ma
CIOs Shift to Workload‑First, Pull AI From Cloud
CIOs are quietly pulling workloads back from the cloud. Not because cloud is bad. Because AI workloads need deterministic performance, and shared infrastructure delivers "noisy neighbor" effects. The cloud-first era is becoming the workload-first era.
Spot Competitor Usage as Hidden Buying Signals
Founders: Your prospects will be using your competition's products. Use this. - Job boards = hiring pain - LinkedIn Recruiter = sourcing investment - Marketo forms = marketing automation spend Look for buying signals in plain sight.
Multiple Macro Threats Could Stall Rate Cuts, Spark Defaults
"Iran is only part of the story. There’s also the emergence of AI as a disruptive technology capable of suddenly wiping out, as well as creating, wealth for shareholders and creditors. There are the soured loans that are starting to...
AI-Driven Cold Emails Flooding Inboxes, Landing in Spam
Cold outreach emails sognificantly increased for me over the last few weeks. Probably ai. Going right into spam.
Reading Won’t Replace Real, Uncomfortable Entrepreneurial Work
Too many people get the entrepreneurship stimulation they need just by reading books and hanging out on social media. Doing the work is uncomfortable and if you've never depended on yourself to earn enough money to pay all of your bills...
Hormuz Closure Reverses WCS‑WTI Spread Amid Sour Crude Flow
Most of the crude that ships out of the Strait of Hormuz is medium-to-heavy sour Western Canadian Select at Houston vs WTI, which reflects a clean light-heavy quality differential, had weakened (widened) on Venezuela reentering the USGC market—Hormuz closure entirely reversed...
China’s Foreign Policy Bets on Self‑reliance, Distrust of Others
China's main foreign policy strategy assumption seems to be that every other leader in the world is a stone cold moron and that they need to protect themselves as much as possible by not relying on anyone else for imports...
Consumers Favor Amazon, Not Business Reality
If the Amazon and Shenzhen PICEA Robotics deals to acquire iRobot had been placed side by side for comparison, there is no question which option most people would have preferred, but that is not how business works. https://t.co/au4fmlVBrO https://t.co/ccf8aW6asz
How IEA Emergency Oil Releases Actually Work
It's a while since the last IEA emergency oil release, so I put together a briefing note on how it works in practice as it follows a strict technical and diplomatic protocol. The below is a (simplified) guide to follow...
Trump's Quick End Threatened by Hormuz Oil Leverage
trump may want to end the iran war quickly. but closing the strait of hormuz or even threatening it keeps oil high and the conflict alive. @gzeromedia
Own the Truth: Transparency Beats Blame in Leadership
Someone asked me: How did you share bad news without getting fired? Here’s the truth: I took responsibility—no fluff, no blame game. Examine the factors that contributed to the outcome with transparency, data, and lessons learned. Most leaders won’t fire...
30-Year Mortgage Rates Drop 63 Bps, Spread Narrows
The average 30-year fixed mortgage rate today: 6.09% Same day last year: 6.72% -------------------- 10-year Treasury yield: 4.12% Spread today: 197 bps
CIOs Must Rethink Strategy Amid Software Supply Chain Crisis
Enterprise hits and misses - today's #CIO needs a re-think, and software supply chain fallout is here https://t.co/cYYiUJT99d by @jonerp. #EnSw
Japan Sets NdPr Price Floor, Investors Remain Unmoved
Japan becomes the second country to lock in a NdPr price floor. Countries seem to recognise the issue with rare earths but equity investors seem not to... https://t.co/5GI3bRV7K3
Join Ground Floor Growth: 300+ Startup Roles for High‑Agency Talent
Today we're launching Ground Floor Growth, a talent collective for the most talented, high-agency people who want to get in on the ground floor of tomorrow's biggest companies. At @hustlefundvc, we look for founders who are curious, data-driven, and execute with...
One Person, Whole Team's Power in Action
From bid adjusts to the board room. What does it really look like for one person to execute with the capacity of an entire team. Meet Anmar, join him for a day: https://t.co/3HFBm3qZ8k
AIOps and SecOps Must Share Context for Future Automation
If your AIOps and SecOps tools can't share context, play nicely with AI agents, or support protocols like MCP, you're going to struggle with the next wave of automation and cross-team convergence. #CIO #AI #CISO https://t.co/e3w3lXkvfc
Morningstar Flags Discounted BDC Asset Sales as Rating Risk
Morningstar warning to BDCs: "We view selling assets at substantial discounts to fair value as a significant sign of stress, which would likely have negative credit rating implications."
Bankers Claim $100M ARR Now Enough for IPO
"I'm hearing bankers say things like, '$100 million ARR, we could probably take that public.' I haven’t heard that in a while."
Small Funds Still Thrive Despite Big‑fund Warnings
Funny thing when an LP calls you to ask: “Hey, there are some big funds going around telling LPs that small funds are going to die. What do you think?” I ask them: “Just go look at large fund returns vs...
Senior Review Required for AI-Generated Code After Outages
After several outages due to junior engineers pushing AI-generated code, Amazon is requiring senior engineers to sign off on them going forward. History has taught us bugs scale linearly with lines of code. So if you ship 2x or 10x the...
Turn Quick Voice Memos Into Authentic Content with Claude
If you don't create long-form content, you should be YIP-YAPPING with Claude using the voice memo feature on mobile. This will help you repurpose and create content that actually sounds like you. It doesn't have to be perfect, it doesn't...
Stop Endless Lists: Use COD for Focused Execution
It says everything can be done today. It can’t. COD teaches you to: • Capture without stress • Organise with intention • Execute with time limits No more endless lists. Just focused execution. Create your own COD system and finally feel ahead. https://t.co/edEGsruY96 https://t.co/x9978TRTqA
BioNTech Founders Leave to Launch New mRNA Venture
BioNTech founders to step down and helm new mRNA startup https://t.co/yjvsVRQH2D by @Lilah_Alvarado $BNTX - 20%
Scribd’s /Document/ PDFs Boost SEO Visibility
Another blast from the past: Scribd is exploding in SEO visibility. Mostly from its /document/ folder (UGC PDFs & AI-generated summaries of PDF contents) https://t.co/ZGr1eYj5tr
Buffett Warns Against Hoarding Cash, Favors Buybacks
Warren Buffett at the 2017 Berkshire Hathaway meeting, on repurchases and excess cash: "There’s no way I can come back here three years from now and tell you we hold $150 billion or more in cash, and we think we’re...
AI Is Already Replacing 80% of Junior Analysts
AI can do 80% of junior analyst work right now. And it's coming for mid-level next. Here's how to stay relevant. I've been thinking about this a lot lately. Everyone says advisory is safe because it's about relationships and "professional touch." I...
Machine Learning Shifts KPI Focus to Right Signals
How machine learning reframes KPI design: systems optimize relentlessly. So the real leadership question isn’t “Are we tracking performance?” It’s “Are we tracking the right signals?” https://t.co/FfVafJZaUk via @mitsmr #AI #MWC26 https://t.co/o1UyJfrMjc
Co‑founder Rahul Bhatia Assumes Interim Airline Leadership
Interim Leadership: Co-founder and Managing Director Rahul Bhatia will take immediate charge of the airline’s management while the board searches for a permanent successor.
Hiring for Impact: Aligning Culture Fit and Values
Reserve your spot at Friday's Coffee with Digital Trailblazer. Our topic this week: Determining "Culture Fit" - Hiring for Impact, Partnering on Values https://t.co/w6RE2OKuen #CitizensDevelopment https://t.co/9VeVhdW9CL
Elsevier Celebrates Award-Winning Inclusive Workplace Culture
At Elsevier, inclusion is embedded in the culture, the processes, and the products they create alongside their communities. This recognition reflects the experiences of the people who make Elsevier what it is, a workplace where everyone can feel valued, supported, and...
Free AI Startup Pack Delivers $500K Value From 54 Companies
🚨Attention startups🚨 We're re-launching our AI Startup pack today with 54 great companies offering you $500K in value This is every product a startup needs, free. Examples: @meetgranola, @Cloudflare, @MiroHQ, @Replit, @Superhuman, @posthog, @Snowflake, @linear +many more
Markets Question Reopening Timing Amid Falling Oil Prices
The hard thing for markets is reading this while oil prices are falling — I think the question is whether markets correctly anticipate a reopening before it happens or whether it needs a big headline.
Scale Revenue Right: Data‑Driven Timing in AI Era
The Science of Scaling started as a series of talks - just like the one I'm giving at SXSW in two weeks. Those talks became frameworks that underpin how we work with portfolio companies at Stage 2 Capital , and...
Nvidia Gains When Neolab Spinouts Thrive
Would very much be in Nvidia's best interest for as many of the Neolab spinouts to succeed as possible
Supreme Court Strikes IEPPA Tariffs, Highlighting Endless Instability
The Supreme Court ruled IEPPA tariffs illegal on Feb 20. That's less than 3 weeks ago, but feels like eons. That's Trump 2.0. Nothing's ever stable. You have to wonder if we'll even remember war with Iran 3 weeks from...
Women’s Perspectives Drive Creativity and Solutions in Tech
The tech and cybersecurity industry thrives on ideas. And the best ideas come from diverse voices. Amplifying women’s perspectives makes teams more creative and better at solving complex problems. Diversity is what allows tech to serve everyone. https://t.co/RgjeIvlGNS
Clients Choose Empathy Over Credentials: Your POV Sells
Buyers don’t hire the most qualified expert. They hire the one who makes them feel understood and makes them think. Your POV is your pitch.
Rapidan Energy Hosts Iran Risk Update for Clients
Well attended @RapidanEnergy Iran update huddle this morning for our Geopolitical Risk Service clients. If you're managing risk in energy and macro markets and don't know us yet, this might be a good time to become acquainted. info@rapidanenergy.com. https://t.co/qRL4heI0Si
India Redirects LPG to Homes Amid Gas Shortage
INDIA GAS SHORTAGE 🇮🇳 ⚠️ India invoked emergency powers to redirect LPG away from industrial users to households LNG supplies to petrochemical and power plants are being curbed The crisis in the Middle East is throttling India’s LPG and LNG supply https://t.co/ujn00XTSnf